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Mastering QuickBooks 2024 - Fifth Edition

You're reading from  Mastering QuickBooks 2024 - Fifth Edition

Product type Book
Published in Dec 2023
Publisher Packt
ISBN-13 9781835469958
Pages 570 pages
Edition 5th Edition
Languages
Author (1):
Crystalynn Shelton Crystalynn Shelton
Profile icon Crystalynn Shelton

Table of Contents (27) Chapters

Preface 1. Section 1: Setting Up Your Company File
2. Getting Started with QuickBooks Online 3. Company File Setup 4. Migrating to QuickBooks Online 5. Customizing QuickBooks for Your Business 6. Managing Customer, Vendor, and Products and Services Lists 7. Section 2: Recording Transactions in QuickBooks Online
8. Managing Sales Tax 9. Recording Sales Transactions in QuickBooks Online 10. Recording Expenses in QuickBooks Online 11. Reconciling Uploaded Bank and Credit Card Transactions 12. Section 3: Generating Reports in QuickBooks Online
13. Reports Center Overview 14. Business Overview and Cash Flow Reports 15. Customer Sales Reports in QuickBooks Online 16. Vendor and Expenses Reports 17. Section 4: Managing Employees and Contractors
18. Managing Employees and 1099 Contractors in QuickBooks Online 19. Section 5: Closing the Books and Handling Special Transactions
20. Closing the Books in QuickBooks Online 21. Handling Special Transactions in QuickBooks Online 22. QuickBooks Online Advanced 23. Shortcuts and Test Drive 24. Intuit QuickBooks Online Certified User Exam Objectives
25. Other Books You May Enjoy
26. Index

Managing customized user permissions

QBO Advanced gives you more control over what areas of QuickBooks you can give users access to. In Chapter 4, Customizing QuickBooks for Your Business, we discussed ten user types available in all subscriptions: company administrator, standard all access, standard limited customers and vendors, standard limited customers only, standard limited vendors only, standard no access, track time only, view company reports, primary admin, and accountant.

In addition to these user types, QBO Advanced also includes four additional user roles: Accounts Receivable (A/R) Manager, Sales and Inventory, Workers and Sales reports, and Custom roles.

A brief explanation of these roles follows:

  • A/R Manager: This role allows the user to access the entire sales cycle, with the exception of sales and bank deposits. Sales and bank deposits give the user the ability to receive payments in undeposited funds and create bank deposits.
  • Sales and Inventory...
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